See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,932 | $109,817-60.0% | $98,442-55.4% | $167,490-73.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.89% | 1956.69%-1940.8pp | 1492.73%-1476.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,037 | $3,224-36.8% | $2,960-31.2% | $4,837-57.9% |
| Participant deferral / active EE | $5,690 | $4,673+21.8% | $4,276+33.1% | $6,341-10.3% |
| Admin fee / account holder | $3,492 | $6,753-48.3% | $5,949-41.3% | $12,309-71.6% |